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About

I am a Wealth Management and Financial Planning specialist for individuals, families and businesses advising in areas such as:

Investment Planning

Retirement Planning and Annuities

Protection

Having over 25 years experience in Financial Services I firmly believe that careful planning can determine your financial wellbeing.

I work closely with all of my clients building a relationship based on trust and understanding of their personal finances. This ensures that I am able to provide advice that is needed, when it is needed.

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.

The Partner represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the title 'Partner' are marketing terms used to describe St. James's Place representatives.